IDEXX Laboratories

IDXX Q1 2025 Earnings

Reported May 1, 2025 at 6:30 AM ET · SEC Source

Q1 25 EPS

$2.96

BEAT +4.06%

Est. $2.84

Q1 25 Revenue

$998.4M

BEAT +0.20%

Est. $996.5M

vs S&P Since Q1 25

-14.8%

TRAILING MARKET

IDXX +16.4% vs S&P +31.3%

Market Reaction

Did IDXX Beat Earnings? Q1 2025 Results

IDEXX Laboratories posted a solid beat on both lines in Q1 2025, with earnings per share of $2.96 clearing the $2.84 consensus by 4.06% and revenue of $998.43 million edging past estimates by 0.20% on 3.6% year-over-year growth, as the veterinary dia… Read more IDEXX Laboratories posted a solid beat on both lines in Q1 2025, with earnings per share of $2.96 clearing the $2.84 consensus by 4.06% and revenue of $998.43 million edging past estimates by 0.20% on 3.6% year-over-year growth, as the veterinary diagnostics leader leaned on robust VetLab consumables demand to drive results. The standout driver was double-digit organic revenue growth in IDEXX VetLab consumables, fueled by a 9% expansion in the global premium instrument installed base, while gross margin widened 90 basis points to 62.4% on favorable product mix. A $0.08 per-share benefit from the resolution of a patent royalty dispute, which allowed IDEXX to reduce an $89 million accrual by roughly $9 million, also contributed to the EPS outcome. Looking ahead, management raised full-year 2025 revenue guidance to $4.10 billion–$4.21 billion and lifted EPS guidance to $11.93–$12.43, with the increases reflecting favorable foreign exchange tailwinds and the litigation adjustment, even as the company acknowledged estimated tariff headwinds from U.S. And Chinese trade measures embedded in its outlook.

Key Takeaways

  • Double-digit IDEXX VetLab consumables organic revenue growth
  • 9% year-over-year growth in global premium instrument installed base
  • Sustained high customer retention and net price gains
  • Net new customer gains and increased diagnostic utilization
  • Gross margin expansion of 90 basis points to 62.4%
  • Strong cloud-based software placement momentum
24/7 Wall St

IDXX YoY Financials

Q1 2025 vs Q1 2024, source: SEC Filings

24/7 Wall St

IDXX Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 22 Q1 26
24/7 Wall St

IDXX Revenue by Geography

With YoY comparisons, source: SEC Filings

Q1 22 Q1 26

“IDEXX drove solid execution in the first quarter while advancing key enablers of our innovation-driven growth strategy. At the end of March, IDEXX launched a first-of-its-kind innovation, IDEXX Cancer Dx™, in our North American reference laboratories.”

— Jay Mazelsky, Q1 2025 Earnings Press Release